Chip giant Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s been on the rise since it acquired adaptive chip company Xilinx in February for $49 billion. Now, AMD chips are in two Tesla models, NASA’s Mars Perseverance land rover, 5G cell towers and the world’s fastest supercomputer. CNBC sat down with CEO Lisa Su to hear about AMD’s remarkable comeback, huge bets on new types of chips in the face of a PC slump, new restrictions on exports to China, and shifting industry trends.
Chapters:
1:51 Making chips
4:01 Going fabless
5:37 Catching Intel
8:17 Geopolitics and PC slump
10:51 Diversification
Produced by: Katie Tarasov
Edited by: Dain Evans
Additional Camera: Andrew Evers, Lucas Mulliki, Jeniece Pettitt, Maarten van Rouveroy
Supervising Producer: Jeniece Pettitt
Graphics by: Mallory Brangan, Christina Locopo
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How Chip Giant AMD Finally Caught Intel
AMD Ryzen Chips are good
How come AMD or Intel, or ARM not make microprocessors navigational computers for commercial aircraft?
This whole video's title can be answered really quickly: AMD passed Intel in how small they could make their transistors. It really is this simple.
I'm sure a lot of other things happened that also contributed to AMD 'catching up' to Intel, but none were bigger (or smaller) than AMD's transistor size compared to Intel. There is simple almost no substitute for smaller transistors. Smaller transistors allow for lower power consumption, lower costs due to using less silicon, and higher performance (mostly through higher clock speeds).
Yes, I'm glazing over a ton of smaller things, but zooming out, this is THE major reason AMD caught up to Intel.
11:02, not resistors, but transistors
@10:54 moors law should reference transistors not resistors.
Thanks god AMD came back, otherwise we will still be in 4 core intel i7 ++++ insomnia. AMD almost finished their story like Commodore in '94. Thank you, Lisa. AMD always had remarkable engineers.
Dr. Lisa Su is probably one of the most capable leaders that AMD has had over its lifetime. I love listening to her announcements and interviews to gain an idea of where the company is going. Over the 34 years I've been involved with PCs, I've gone back and forth between Intel and AMD. But since Dr. Su arrived and the products that have been introduced during her tenure, I've become a fanboy of AMD and use their CPUs exclusively. Keep on innovating AMD!
Taiwanese seem to have a knack for microchips
Intel just got lazy as they knew they didn't need to do much as AMD was allowed to live to avoid a monopoly due to x86, they had hoards of cash so Lisa gambled and skipped a nanometer focusing on that and BOOM! Intel been spending billions to catch up.
Now…If Taiwan ever gets taken over? And China disrupts TSMC, AMD is unable to make its own chips. Intel can. Honestly Intel needs to be classified as a strategic resource. Lets say WW3 breaks out, who will make the chips in the USA?? TSMC made a plant in the USA but to fill all the needs??? nope.
Im seeing this a year late… and it's still not as late as the video itself on the topic.
10:59 it's not resistors.. it's Transistors Acc to Moore's law.
We have achieved 2nm transistor tech. And can't get shorter any further.
Fact is AMD has had many products that were superior to Intel. But Intel always resorted to unfair, unethical and borderline illegal business practices that gave them a near monopoly on store bought PC's for almost 30 years.
WOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWOWO
OOOOOOOOOOOOOOOOOOOOOOOOOOooooooooooooooooooooooooooooooooo
Another positive about AMD is how consumer friendly they are, they open source alot of their tech (Freesync for example) and support their platform for a long time (AM4 got 4 CPU cycles, you are lucky to get two with Intel). Thats why I will almost always pick AMD over Intel unless AMD is completely uncompetitive like they were with Bulldozer and Piledriver
Would it be safe to say Su for AMD is like Satoru Iwata was for Nintendo?
Give me a break. Moore's Law is not a law. It's so dumb to say that semiconductor density HAS to double every 18-months.
Your put a asian in charge, same with all successful companies that turned around.
Great one thanks, music loud though.
AMD advertisement
AMD has good chances on Neural Computing Solutions for Retail Sectors. For manufacturing Mini Data Server Stations are needed where AMD can explore the options having Chip Accelerator of Multithreads with increased no of Logic Gates for Emulator Cores as a Unit – Kind of Affordable than GPUs.
When talking about moore's law you said the number of resistors….it should've been transistor's…
According to the Moore's Law, the number of Transistors double every 2 years, not the number of resistors!!!
Samsung, TSMC and ASML beated Intel! AMD have no funds even for toilet paper…
2025 will be the Beginning of the Rise once again for Intel.
Awesome lady.
Originally group s founders were under Nazis assisting in Military weapons of computers which existed of a 2 inch transistor and brick capacitors era..
I switch to AMD from intel because they have a GPU on their CPU at good price. For average user its a saving rather than buying separate. Somewhat the graphic cards are expensive now a days. I wish Intel will follow this because their cpu are stable and doesn't fried up IMO.
If semiconductors are so critical, then relying on a company in Taiwan for your manufacturing sounds incredibly risky.
When Xi Jinping comes knocking on Taiwan's doors, these companies will be in trouble.
And intel caught both Nvidia and AMD by penetrating the GPU market.
Love Dr. Lisa. Shes a great CEO. She sold me 3 different CPUs in 2 years lol.
Chinese woman made AMD big ..
TSMC talks
nvlink-c2c is the future, it will address amd chiplets latency and power issue
haha wrong.
Apple design both CPU and GPU at scale. Legacy media is gonna Legacy, it's fake news even when you don't want it to be.